Global Scans · Energy Tech · Weekly Summary

• [New] California's Senate Bill 100 modeling demonstrates increased reliance on renewable energy, energy storage, and carbon capture technologies, reinforcing sustainability and reliability objectives for 2045. Constellation
• [New] UBS forecasts global lithium demand will rise 14% in 2026 and 16% in 2027, driven by a rebound in electric vehicle sales and, more importantly, a surge in battery energy storage systems. Ainvest
• [New] A new project, Tehuacana Creek 1 Solar and BESS, adding 837 megawatts in Texas, is the largest solar photovoltaic project expected to come online in 2026; it will also offer an additional 418 MW in battery energy storage capacity. EIA - Energy Information Administration
• [New] India targets 100 GW of pumped storage capacity by 2035-36 to store renewable power and maintain grid stability. Law Prep Tutorial
• [New] The above 1,000 MW capacity segment is anticipated to capture a significant revenue share by 2035, bolstered by its suitability for national grid applications requiring large-scale energy storage and discharge capabilities. Research Nester
• [New] Asia Pacific is expected to witness the fastest growth during 2026-2035, propelled by escalating energy demand and ambitious renewable energy targets requiring long-duration storage solutions. Research Nester
• [New] Energy storage, virtually negligible today, could support 8-15% of global energy infrastructure by 2045. Yahoo Finance UK
• [New] Tripling global renewable capacity by 2030 requires a massive scale-up of energy storage. Zigor
• [New] The U.S. energy storage sector illustrates IoT's role in critical infrastructure: operational battery storage exceeded 40 GW by 2025, up from 47 MW in 2010, with projections of 98 GW by 2030 and 5.6 GW installed in Q2 2025 alone. Persistence Market Research
• [New] BloombergNEF and the IEA agree: battery energy storage capacity will increase almost tenfold between 2023 and 2030, from 85 GW to nearly 800 GW. Zigor
• [New] By 2026, hybridization will evolve from a complementary option into a global operational standard, driven by a historic milestone: annual battery energy storage additions will exceed 100 GW for the first time. Zigor
• [New] Hybridization will be natively integrated into corporate Power Purchase Agreements, accounting for 30% of global renewable expansion by the end of 2026 and consolidating energy storage as a key financial hedging tool. Zigor
• [New] Utility-scale storage will definitively surpass residential storage in Europe and the Middle East, forming the backbone of a more flexible and resilient power system. Zigor
• [New] If demand from AI data centers continues to accelerate as projected, then watch for an increase in large-scale solar-plus-storage Power Purchase Agreements that are co-located near new data center clusters, particularly in the U.S. EnkiAI - Find the right insight
• [New] Battery manufacturers are converting electric-vehicle (EV) production lines into energy storage system (ESS) capacity, responding to weaker-than-expected EV demand and surging AI-related electricity requirements. Bill Ryan
• [New] Logistics firms expect cargo demand for perishables and machinery, while travel-management companies forecast an uptick in executives shuttling between ADNOC, Mubadala and Canadian energy majors. VisaHQ
• [New] After decades of research, solid-state battery technology is entering real-world production in 2026, with major manufacturers racing to commercialize what could be the biggest leap in energy storage since lithium-ion cells were invented. To7motor
• [New] Energy Storage Systems is the fastest growing segment during 2026-2035 due to the rising demand for high-energy-density batteries and supercapacitors. GlobeNewswire
• [New] Australia remains a multi-gigawatt proving ground for utility-scale energy storage systems, a characterization that Shah believes will hold true for at least the next decade. Energy-Storage.News
• [New] The new space data centers will integrate cloud, edge and terminal (device) capabilities, and achieve the deep integration of computing power, storage capacity and transmission bandwidth, enabling data from earth to be processed in space. The Business Times
• [New] India aims to develop 100 GW of hydro pumped storage by 2047 to stabilise its renewable energy surge. Current Affairs | Vision IAS

Last updated: 01 March 2026